--- schema_version: "1" id: 65230fc781de1e7718b4ba669edf0f35d58aa5770853f830e01256200567ed73 title: Financial Goal Input collection: legacydeveloper version: current locale: en-us portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/financial_services_cloud_object_reference/connect_requests_financial_goal_input.md canonical_url: https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/connect_requests_financial_goal_input.htm source_site: developer.salesforce.com content_type: documentation content_hash: 908a74bbba351676f9b6d30d79c258ee4b40b362ece50300c4eca7122962b178 description: Input for creating or updating a financial goal. --- # Financial Goal Input Input for creating or updating a financial goal. ## JSON Example In this example, carType is a custom field. { "actualAmount": "$1000.00", "completionDate": "2024-05-01", "initialAmount": "$500.00", "description": "Car for commuting", "priority": "P1", "startDate": "2023-05-01", "status": "InProgress", "targetAmount": "$50000.00", "targetDate": "2024-05-01", "name": "Goal1", "type": "Auto", "customFields": { "carType": "New luxury car" } } ## Properties
Name Type Description Required or Optional Available Version
actualAmount String The amount currently in the account associated with this goal. Required for create, optional for update 59.0
category String The category of the goal. Optional 60.0
completionDate String The date at which this goal reaches the targetAmount. Required for create, optional for update 59.0
currencyIsoCode String Currency ISO code for the currency fields. Optional 60.0
customFields Map<String, Object> Any custom fields added for a particular banking institution. Optional 59.0
description String A description of this goal. Required for create, optional for update 59.0
estimatedSuccessPercent String The success percentage estimated for the financial goal. Optional 60.0
financialPlanId String The ID of the associated financial plan. Optional 60.0
frequency String The frequency at which the money is withdrawn. Values are:
  • Monthly
  • Weekly
  • Annually
 Optional 60.0
initialAmount String The starting amount in the account associated with this goal. Required for create, not editable for update 59.0
name String A name for the goal. Required for create, optional for update 59.0
priority String The priority of this goal. Required for create, optional for update 59.0
startDate String The creation date of this goal. Required for create, not editable for update 59.0
status String The status of this goal's progress. Required for create, optional for update 59.0
targetAmount String The amount this goal is intended to raise. Required for create, optional for update 59.0
targetDate String The date at which this goal is intended to reach the targetAmount. Required for create, optional for update 59.0
type String The goal type, for example Auto or Retirement. Required for create, optional for update 59.0